Forwarded from 오픈월드 투자 연구소 (Matthew K.)
📱 양대마켓 매출 트렌드
- 처음으로 비게임 매출 > 게임 매출
- 2020년엔 게임이 3배 많았지만, 이제 역전
- 비게임도 게임화 추세: 듀오링고는 게임 인재 영입 + [게임사 인수](https://www.gamedeveloper.com/business/duolingo-acquires-music-game-specialists-to-make-education-more-engaging-)
- 게임/비게임 매출 구조도 유사: 리텐션 확보 → ARPDAU 상승 → 매출 증대
- 결제 다변화: 특히 미국에서 게임의 외부 결제 허용 확산 → 센서타워 데이터는 웹스토어 매출이 반영되지 않아 실제보다 작게 보임
- 처음으로 비게임 매출 > 게임 매출
- 2020년엔 게임이 3배 많았지만, 이제 역전
- 비게임도 게임화 추세: 듀오링고는 게임 인재 영입 + [게임사 인수](https://www.gamedeveloper.com/business/duolingo-acquires-music-game-specialists-to-make-education-more-engaging-)
- 게임/비게임 매출 구조도 유사: 리텐션 확보 → ARPDAU 상승 → 매출 증대
- 결제 다변화: 특히 미국에서 게임의 외부 결제 허용 확산 → 센서타워 데이터는 웹스토어 매출이 반영되지 않아 실제보다 작게 보임
Crypto & the Dollar
9. Do you see deregulation as a risk for the dollar’s reserve status?
No, but I do see the dollar and the other reserve currency governments' bad debt situations as threatening to their appeals as reserve currencies and storeholds of wealth, which is what has been contributing to the rises in gold and cryptocurrency prices.
10. Is the exposure that stablecoins have to Treasuries a potential systemic risk?
I don't think so. However, I see a fall in the real purchasing power of Treasuries as being a real risk. That shouldn't produce any systemic risk in stablecoins if they are well-regulated.
11. Could crypto meaningfully replace the dollar, or does it pose different dangers altogether?
Crypto is now an alternative currency that has its supply limited, so, all things being equal, if the supply of dollar money rises and/or the demand for it falls, that would likely make crypto an attractive alternative currency. I think that most fiat currencies, especially those with large debts, will have problems being effective storeholds of wealth and will go down in value relative to hard currencies. This is what happened in the 1930 to 1940 period and the 1970 to 1980 period.
https://x.com/RayDalio/status/1963027932432961663
9. Do you see deregulation as a risk for the dollar’s reserve status?
No, but I do see the dollar and the other reserve currency governments' bad debt situations as threatening to their appeals as reserve currencies and storeholds of wealth, which is what has been contributing to the rises in gold and cryptocurrency prices.
10. Is the exposure that stablecoins have to Treasuries a potential systemic risk?
I don't think so. However, I see a fall in the real purchasing power of Treasuries as being a real risk. That shouldn't produce any systemic risk in stablecoins if they are well-regulated.
11. Could crypto meaningfully replace the dollar, or does it pose different dangers altogether?
Crypto is now an alternative currency that has its supply limited, so, all things being equal, if the supply of dollar money rises and/or the demand for it falls, that would likely make crypto an attractive alternative currency. I think that most fiat currencies, especially those with large debts, will have problems being effective storeholds of wealth and will go down in value relative to hard currencies. This is what happened in the 1930 to 1940 period and the 1970 to 1980 period.
https://x.com/RayDalio/status/1963027932432961663
X (formerly Twitter)
Ray Dalio (@RayDalio) on X
The Financial Times's Mischaracterizations of What I Said
Forwarded from COINNESS News Feed (코인니스)
[블록체인 대출 플랫폼 피겨, 美 IPO로 $5.3억 조달 계획]
블록체인 기반 대출 플랫폼 피겨 테크놀로지(Figure Technologies)가 본격적인 기업공개(IPO) 절차에 돌입, 최대 5억2600만 달러를 조달할 계획이라고 코인데스크가 전했다. 피겨 테크놀로지는 FIGR라는 티커로 나스닥에 상장될 예정이며, 약 41억3000만 달러의 기업 가치를 평가받고 있다.
https://coinness.com/news/1137521
블록체인 기반 대출 플랫폼 피겨 테크놀로지(Figure Technologies)가 본격적인 기업공개(IPO) 절차에 돌입, 최대 5억2600만 달러를 조달할 계획이라고 코인데스크가 전했다. 피겨 테크놀로지는 FIGR라는 티커로 나스닥에 상장될 예정이며, 약 41억3000만 달러의 기업 가치를 평가받고 있다.
https://coinness.com/news/1137521
CoinNess
블록체인 대출 플랫폼 피겨, 美 IPO로 $5.3억 조달 계획 - 코인니스
블록체인 기반 대출 플랫폼 피겨 테크놀로지(Figure Technologies)가 본격적인 기업공개(IPO) 절차에 돌입, 최대 5억2600만 달러...
Forwarded from infinityhedge
*US 30-YEAR YIELD RISES TO 5%, FIRST TIME SINCE JULY 15
OPEC+ To Consider Another Oil Production Hike At Sunday Meeting – RTRS Sources